VANGUARD ADMIRAL FDS INC
CUSIP 921932703
Vanguard Admiral Fds Inc has 435 institutional holders in Filings Flow’s 13F database, together reporting 543.7K shares worth $114M as of Q2 2026. The largest reported holders are Bank Of America Corp /De/, Morgan Stanley, and Ubs Group AG.
Institutional Holders
435
Q2 2026
Reported Value
$2.5B
Ticker
unmapped
private placement or foreign
Quarters Tracked
10
Ownership Trend
Institutional holders
Total reported value
Holders
Mixed quarters
| Manager | % of Portfolio | Value | Shares | Quarter |
|---|---|---|---|---|
| Shakespeare Wealth Management, LLC$422M AUM | 13.61% | $57M | 282.0K | Q1 2026OLDER |
| Stordahl Capital Management, Inc.$486M AUM | 10.30% | $50M | 245.4K | Q1 2026OLDER |
| Aspire Growth Partners LLC$146M AUM | 7.60% | $11M | 54.4K | Q1 2026OLDER |
| Ramiah Investment Group$275M AUM | 6.64% | $6M | 37.2K | Q1 2026OLDER |
| MMA ASSET MANAGEMENT LLC$284M AUM | 6.16% | $18M | 85.9K | Q1 2026OLDER |
| Grant Street Asset Management, Inc.$519M AUM | 5.99% | $31M | 152.5K | Q1 2026OLDER |
| Cascades Capital Asset Management, LLC$239M AUM | 5.60% | $13M | 65.6K | Q1 2026OLDER |
| EHRLICH FINANCIAL GROUP$194M AUM | 5.17% | $10M | 45.8K | Q2 2026 |
| Fairscale Capital, LLC$145M AUM | 3.88% | $6M | 27.5K | Q1 2026OLDER |
| Avant Capital LLC$142M AUM | 3.69% | $5M | 25.7K | Q1 2026OLDER |
| Delta Wealth Advisors LLC$131M AUM | 3.49% | $5M | 22.5K | Q1 2026OLDER |
| Midwest Financial Network, LLC$146M AUM | 2.98% | $4M | 19.9K | Q2 2026 |
| Beacon Capital Management, LLC$567M AUM | 2.56% | $14M | 71.1K | Q1 2026OLDER |
| PETREDIS INVESTMENT ADVISORS LLC$1.2B AUM | 2.04% | $25M | 122.5K | Q1 2026OLDER |
| HFG Advisors, Inc.$142M AUM | 1.89% | $3M | 13.2K | Q1 2026OLDER |
| First Bancorp, Inc /ME/$201M AUM | 1.83% | $4M | 18.1K | Q1 2026OLDER |
| Ascent Capital Management, LLC$125M AUM | 1.75% | $2M | 11.0K | Q3 2025OLDER |
| Expressive Wealth LLC$105M AUM | 1.75% | $2M | 8.5K | Q1 2026OLDER |
| Clientfirst Wealth Management, LLC$118M AUM | 1.72% | $2M | 10.0K | Q1 2026OLDER |
| Graves Light Lenhart Wealth, Inc.$1.1B AUM | 1.62% | $17M | 79.0K | Q2 2026 |
| First Bank & Trust$680M AUM | 1.48% | $10M | 45.8K | Q2 2026 |
| BALANCED WEALTH GROUP LLC$279M AUM | 1.46% | $4M | 20.1K | Q1 2026OLDER |
| Hoxton Planning & Management, LLC$333M AUM | 1.41% | $5M | 23.0K | Q1 2026OLDER |
| BEACON FINANCIAL PLANNING, INC$258M AUM | 1.36% | $4M | 17.2K | Q1 2026OLDER |
| FLAGSHIP WEALTH ADVISORS, LLC$233M AUM | 1.36% | $3M | 16.7K | Q2 2026 |
| INSIGHT 2811, INC.$239M AUM | 1.26% | $3M | 14.8K | Q1 2026OLDER |
| PHILLIPS FINANCIAL MANAGEMENT, LLC$1.4B AUM | 1.24% | $17M | 83.9K | Q1 2026OLDER |
| ENCOMPASS WEALTH ADVISORS, LLC$287M AUM | 1.11% | $3M | 15.7K | Q1 2026OLDER |
| Relyea Zuckerberg Hanson LLC$995M AUM | 1.03% | $10M | 50.2K | Q1 2026OLDER |
| Northern Lights Advisors, Inc.$148M AUM | 1.00% | $1M | 7.2K | Q1 2026OLDER |
| Lutz Financial Services LLC$1.5B AUM | 0.99% | $15M | 72.3K | Q1 2026OLDER |
| IAMS WEALTH MANAGEMENT, LLC$287M AUM | 0.90% | $3M | 12.7K | Q1 2026OLDER |
| Zhang Financial LLC$2.9B AUM | 0.76% | $22M | 107.9K | Q1 2026OLDER |
| LOWERY THOMAS, LLC$175M AUM | 0.71% | $1M | 6.1K | Q1 2026OLDER |
| Stonebridge Financial Planning Group, LLC$272M AUM | 0.69% | $2M | 9.2K | Q1 2026OLDER |
| VERUS WEALTH MANAGEMENT, LLC$108M AUM | 0.67% | $725,085 | 3.6K | Q1 2026OLDER |
| Sherman Wealth Management LLC$133M AUM | 0.66% | $876,835 | 4.0K | Q2 2026 |
| THRYVE WEALTH MANAGEMENT LLC$150M AUM | 0.65% | $979,007 | 4.8K | Q1 2026OLDER |
| Strategies Wealth Advisors, LLC$995M AUM | 0.64% | $6M | 31.4K | Q1 2026OLDER |
| Northwest Wealth Advisors, LLC$140M AUM | 0.61% | $854,643 | 4.2K | Q1 2026OLDER |
| Innova Wealth Partners$211M AUM | 0.60% | $1M | 6.2K | Q1 2026OLDER |
| RPS ADVISORY SOLUTIONS LLC$176M AUM | 0.58% | $1M | 5.0K | Q1 2026OLDER |
| Beacon Bridge Wealth Partners, LLC$299M AUM | 0.55% | $2M | 8.1K | Q1 2026OLDER |
| Kropog Financial Group, LLC$123M AUM | 0.48% | $594,161 | 2.9K | Q1 2026OLDER |
| MidAtlantic Capital Management, Inc.$145M AUM | 0.48% | $690,237 | 3.4K | Q1 2026OLDER |
| Stratos Wealth Advisors, LLC$1.6B AUM | 0.43% | $7M | 34.5K | Q1 2026OLDER |
| Beaumont Asset Management, L.L.C.$222M AUM | 0.42% | $934,989 | 4.6K | Q1 2026OLDER |
| Keystone Financial Group$1.5B AUM | 0.42% | $6M | 30.0K | Q1 2026OLDER |
| CONNING INC.$3.0B AUM | 0.41% | $12M | 60.5K | Q1 2026OLDER |
| Bluesphere Advisors LLC$281M AUM | 0.39% | $1M | 5.4K | Q1 2026OLDER |
| SIGNET FINANCIAL MANAGEMENT, LLC$892M AUM | 0.38% | $3M | 16.6K | Q1 2026OLDER |
| Virtue Capital Management, LLC$657M AUM | 0.35% | $2M | 11.5K | Q1 2026OLDER |
| Connecticut Wealth Management, LLC$2.4B AUM | 0.35% | $8M | 41.1K | Q1 2026OLDER |
| WEST BANCORPORATION INC$200M AUM | 0.35% | $703,076 | 3.5K | Q1 2026OLDER |
| Garde Capital, Inc.$1.7B AUM | 0.34% | $6M | 28.0K | Q1 2026OLDER |
| Integrated Investment Consultants, LLC$471M AUM | 0.31% | $2M | 7.8K | Q1 2026OLDER |
| Apeiron RIA LLC$431M AUM | 0.30% | $1M | 6.3K | Q1 2026OLDER |
| Santori & Peters, Inc.$321M AUM | 0.30% | $956,713 | 4.7K | Q1 2026OLDER |
| TOWNSQUARE CAPITAL LLC$444M AUM | 0.30% | $1M | 6.5K | Q1 2026OLDER |
| Creekside Partners$243M AUM | 0.30% | $720,284 | 3.5K | Q1 2026OLDER |
| A4 Wealth Advisors LLC$122M AUM | 0.29% | $352,680 | 1.7K | Q1 2026OLDER |
| WBH ADVISORY INC$1.3B AUM | 0.28% | $4M | 18.6K | Q1 2026OLDER |
| FORTRESS PRIVATE LEDGER, LLC$320M AUM | 0.28% | $909,040 | 4.5K | Q1 2026OLDER |
| Mesirow Financial Investment Management, Inc.$6.2B AUM | 0.28% | $17M | 83.6K | Q1 2026OLDER |
| Colter Lewis Investment Partners LLC$106M AUM | 0.27% | $286,936 | 1.4K | Q1 2026OLDER |
| Sightline Wealth Advisors, LLC$236M AUM | 0.26% | $611,370 | 3.0K | Q1 2026OLDER |
| MARSHALL INVESTMENT MANAGEMENT, LLC$208M AUM | 0.25% | $520,275 | 2.6K | Q1 2026OLDER |
| BlueChip Wealth Advisors LLC$228M AUM | 0.24% | $545,138 | 2.7K | Q1 2026OLDER |
| Walker Asset Management, LLC$185M AUM | 0.23% | $426,532 | 2.1K | Q1 2026OLDER |
| MGO ONE SEVEN LLC$5.0B AUM | 0.22% | $11M | 55.0K | Q1 2026OLDER |
| North Star Investment Management Corp.$1.7B AUM | 0.22% | $4M | 17.9K | Q1 2026OLDER |
| CARY STREET PARTNERS FINANCIAL LLC$4.0B AUM | 0.22% | $9M | 43.7K | Q1 2026OLDER |
| Warner Group LLC$153M AUM | 0.22% | $336,255 | 1.6K | Q1 2026OLDER |
| Lakeside Advisors, INC.$150M AUM | 0.22% | $328,917 | 1.6K | Q1 2026OLDER |
| OneDigital Investment Advisors LLC$10.2B AUM | 0.21% | $21M | 105.2K | Q1 2026OLDER |
| Mutual Advisors, LLC$4.7B AUM | 0.20% | $9M | 45.5K | Q1 2026OLDER |
| Pinnacle Bancorp, Inc.$339M AUM | 0.20% | $668,839 | 3.3K | Q1 2026OLDER |
| MOSAIC FAMILY WEALTH PARTNERS, LLC$977M AUM | 0.20% | $2M | 9.4K | Q1 2026OLDER |
| KINTRA WEALTH, LLC$1.4B AUM | 0.19% | $3M | 13.4K | Q1 2026OLDER |
| Arlington Trust Co LLC$1.2B AUM | 0.19% | $2M | 10.4K | Q2 2026 |
| WealthCare Investment Partners, LLC$360M AUM | 0.19% | $686,426 | 3.4K | Q1 2026OLDER |
| Apollon Financial, LLC$723M AUM | 0.19% | $1M | 6.7K | Q1 2026OLDER |
| MAGNOLIA CAPITAL ADVISORS LLC$509M AUM | 0.18% | $906,458 | 4.4K | Q1 2026OLDER |
| Compass Financial Group, INC/SD$715M AUM | 0.18% | $1M | 6.2K | Q1 2026OLDER |
| Security Financial Services, INC.$632M AUM | 0.17% | $1M | 5.4K | Q1 2026OLDER |
| Verum Partners LLC$527M AUM | 0.17% | $911,280 | 4.5K | Q1 2026OLDER |
| FIFTH THIRD SECURITIES, INC.$1.5B AUM | 0.17% | $3M | 13.1K | Q1 2026OLDER |
| BHK Investment Advisors, LLC$299M AUM | 0.17% | $509,475 | 2.5K | Q1 2026OLDER |
| Hardin Capital Partners, LLC$215M AUM | 0.17% | $363,751 | 1.7K | Q2 2026 |
| Optivise Advisory Services LLC$165M AUM | 0.16% | $266,135 | 1.3K | Q1 2026OLDER |
| Opulen Financial Group LLC$142M AUM | 0.15% | $209,824 | 1.0K | Q4 2025OLDER |
| Asset Management Advisors, LLC$181M AUM | 0.15% | $274,670 | 1.3K | Q2 2026 |
| Intrua Financial, LLC$969M AUM | 0.15% | $1M | 7.1K | Q1 2026OLDER |
| TITLEIST ASSET MANAGEMENT, LLC$1.3B AUM | 0.15% | $2M | 9.7K | Q1 2026OLDER |
| Capital Advisors Wealth Management, LLC$745M AUM | 0.15% | $1M | 5.4K | Q1 2026OLDER |
| Gutierrez Wealth Advisory, LLC$161M AUM | 0.15% | $233,583 | 1.1K | Q1 2026OLDER |
| FLAGSHIP HARBOR ADVISORS, LLC$2.3B AUM | 0.14% | $3M | 15.8K | Q1 2026OLDER |
| Guardian Wealth Management, Inc.$183M AUM | 0.14% | $257,259 | 1.3K | Q1 2026OLDER |
| Pinnacle Financial Group, LLC / IL$365M AUM | 0.14% | $509,475 | 2.5K | Q1 2026OLDER |
| HANOVER ADVISORS INC$246M AUM | 0.14% | $342,367 | 1.7K | Q1 2026OLDER |
| Millstone Evans Group, LLC$167M AUM | 0.14% | $228,041 | 1.1K | Q1 2026OLDER |
| ENDEAVOR PRIVATE WEALTH, INC.$349M AUM | 0.14% | $470,950 | 2.3K | Q4 2025OLDER |
| Essex Financial Services, Inc.$1.8B AUM | 0.13% | $2M | 11.6K | Q1 2026OLDER |
| Birchcreek Wealth Management, LLC$208M AUM | 0.13% | $275,538 | 1.4K | Q1 2026OLDER |
| Fearless Solutions, LLC dba Best Invest$166M AUM | 0.13% | $218,055 | 1.1K | Q1 2026OLDER |
| Composition Wealth, LLC$7.3B AUM | 0.13% | $10M | 47.0K | Q1 2026OLDER |
| Summit Financial, LLC$7.8B AUM | 0.13% | $10M | 50.3K | Q1 2026OLDER |
| TOBIAS FINANCIAL ADVISORS, INC.$718M AUM | 0.13% | $901,363 | 4.4K | Q1 2026OLDER |
| Sterling Group Wealth Management, LLC$211M AUM | 0.13% | $264,701 | 1.3K | Q1 2026OLDER |
| GTS SECURITIES LLC$2.8B AUM | 0.12% | $4M | 17.2K | Q1 2026OLDER |
| Oxler Private Wealth LLC$319M AUM | 0.12% | $395,516 | 1.9K | Q1 2026OLDER |
| Archer Investment Corp$469M AUM | 0.12% | $573,261 | 2.8K | Q1 2026OLDER |
| SILVERLAKE WEALTH MANAGEMENT LLC$479M AUM | 0.12% | $582,680 | 2.9K | Q1 2026OLDER |
| Tull Financial Group, Inc.$224M AUM | 0.12% | $272,034 | 1.3K | Q1 2026OLDER |
| Centurion Wealth Management LLC$418M AUM | 0.12% | $491,342 | 2.2K | Q2 2026 |
| Merit Financial Group, LLC$13.5B AUM | 0.12% | $16M | 77.0K | Q1 2026OLDER |
| WMG Financial Advisors, LLC$240M AUM | 0.12% | $349,272 | 1.8K | Q3 2025OLDER |
| KWB Wealth$1.0B AUM | 0.11% | $1M | 5.6K | Q1 2026OLDER |
| Marshall Financial Group, LLC$625M AUM | 0.11% | $710,640 | 3.5K | Q1 2026OLDER |
| Roberts Wealth Advisors, LLC$394M AUM | 0.11% | $447,370 | 2.2K | Q1 2026OLDER |
| Cetera Investment Advisers$94.0B AUM | 0.11% | $105M | 514.4K | Q1 2026OLDER |
| Old North State Wealth Management, LLC$216M AUM | 0.11% | $241,083 | 1.2K | Q1 2026OLDER |
| Caprock Group, LLC$4.1B AUM | 0.11% | $4M | 21.8K | Q1 2026OLDER |
| Shulman DeMeo Asset Management LLC$535M AUM | 0.11% | $564,158 | 2.6K | Q2 2026 |
| Arbor Investment Advisors, LLC$768M AUM | 0.10% | $800,235 | 3.9K | Q1 2026OLDER |
| Minot DeBlois Advisors LLC$110M AUM | 0.10% | $113,103 | 555 | Q1 2026OLDER |
| Gemmer Asset Management LLC$1.3B AUM | 0.10% | $1M | 6.1K | Q1 2026OLDER |
| Blue Trust, Inc.$8.7B AUM | 0.10% | $8M | 41.4K | Q1 2026OLDER |
| Constellation Investments, Inc.$3.0B AUM | 0.09% | $3M | 14.0K | Q1 2026OLDER |
| Wealth Management Associates, Inc.$290M AUM | 0.09% | $274,098 | 1.3K | Q1 2026OLDER |
| Evernest Financial Advisors, LLC$481M AUM | 0.09% | $455,224 | 2.1K | Q1 2026OLDER |
| OSAIC HOLDINGS, INC.$68.3B AUM | 0.09% | $61M | 300.0K | Q1 2026OLDER |
| Fortis Capital Advisors, LLC$763M AUM | 0.09% | $681,591 | 3.3K | Q1 2026OLDER |
| Corient Private Wealth LLC$69.9B AUM | 0.09% | $62M | 305.2K | Q1 2026OLDER |
| CM WEALTH ADVISORS LLC$470M AUM | 0.09% | $410,025 | 2.0K | Q1 2026OLDER |
| Guidance Point Advisors, LLC$422M AUM | 0.09% | $366,491 | 1.8K | Q1 2026OLDER |
| Private Advisor Group, LLC$21.3B AUM | 0.09% | $18M | 89.2K | Q1 2026OLDER |
| Horizons Wealth Management$152M AUM | 0.08% | $126,657 | 622 | Q1 2026OLDER |
| FLORIDA FINANCIAL ADVISORS, LLC$418M AUM | 0.08% | $345,104 | 1.7K | Q1 2026OLDER |
| Obsidian Personal Planning Solutions LLC$288M AUM | 0.08% | $237,103 | 1.2K | Q3 2025OLDER |
| Realta Investment Advisors$288M AUM | 0.08% | $233,951 | 1.1K | Q1 2026OLDER |
| Regal Investment Advisors LLC$1.7B AUM | 0.08% | $1M | 6.9K | Q1 2026OLDER |
| Stone Summit Wealth LLC$359M AUM | 0.08% | $289,382 | 1.4K | Q1 2026OLDER |
| Pathstone Holdings, LLC$25.1B AUM | 0.08% | $20M | 98.4K | Q1 2026OLDER |
| Consolidated Portfolio Review Corp$1.1B AUM | 0.08% | $630,044 | 3.2K | Q3 2025OLDER |
| Ascentis Wealth Management, LLC$508M AUM | 0.08% | $334,311 | 1.6K | Q4 2025OLDER |
| Fairway Wealth LLC$379M AUM | 0.08% | $294,703 | 1.4K | Q1 2026OLDER |
| OneAscent Wealth Management LLC$302M AUM | 0.07% | $217,223 | 1.1K | Q3 2025OLDER |
| Affinity Capital Advisors, LLC$810M AUM | 0.07% | $568,626 | 2.5K | Q2 2026 |
| VSM Wealth Advisory, LLC$335M AUM | 0.07% | $227,430 | 1.1K | Q1 2026OLDER |
| Net Worth Advisory Group$482M AUM | 0.07% | $322,127 | 1.6K | Q1 2026OLDER |
| Centric Wealth Management$501M AUM | 0.07% | $331,126 | 1.5K | Q1 2026OLDER |
| PETTYJOHN, WOOD & WHITE, INC$628M AUM | 0.07% | $411,656 | 2.0K | Q1 2026OLDER |
| Beaird Harris Wealth Management, LLC$1.6B AUM | 0.06% | $1M | 4.7K | Q2 2026 |
| MidFirst Bank$1.2B AUM | 0.06% | $784,999 | 3.9K | Q1 2026OLDER |
| LEGACY FINANCIAL GROUP, INC.$378M AUM | 0.06% | $244,548 | 1.2K | Q1 2026OLDER |
| NAPLES GLOBAL ADVISORS, LLC$1.4B AUM | 0.06% | $865,497 | 4.2K | Q1 2026OLDER |
| IFG Advisors, LLC$611M AUM | 0.06% | $384,168 | 1.9K | Q1 2026OLDER |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC$6.8B AUM | 0.06% | $4M | 20.7K | Q1 2026OLDER |
| Pasadena Private Wealth, LLC$723M AUM | 0.06% | $442,632 | 2.2K | Q1 2026OLDER |
| Ameritas Advisory Services, LLC$2.6B AUM | 0.06% | $2M | 7.5K | Q1 2026OLDER |
| Legacy Bridge, LLC$262M AUM | 0.06% | $154,270 | 757 | Q1 2026OLDER |
| Comprehensive Financial Planning, Inc./PA$144M AUM | 0.06% | $83,763 | 411 | Q1 2026OLDER |
| Align Financial, LLC$176M AUM | 0.06% | $101,487 | 498 | Q1 2026OLDER |
| COZAD ASSET MANAGEMENT INC$1.3B AUM | 0.06% | $718,490 | 3.5K | Q1 2026OLDER |
| TrueWealth Advisors, LLC$444M AUM | 0.06% | $248,281 | 1.1K | Q2 2026 |
| Soltis Investment Advisors LLC$1.6B AUM | 0.06% | $881,702 | 4.3K | Q1 2026OLDER |
| Avior Wealth Management, LLC$3.8B AUM | 0.05% | $2M | 9.3K | Q2 2026 |
| Rodgers & Associates, LTD$982M AUM | 0.05% | $518,849 | 2.5K | Q1 2026OLDER |
| ETF Portfolio Partners, Inc.$381M AUM | 0.05% | $204,440 | 998 | Q4 2025OLDER |
| Pacific Center for Financial Services$394M AUM | 0.05% | $206,236 | 1.0K | Q1 2026OLDER |
| MSH Capital Advisors LLC$472M AUM | 0.05% | $243,639 | 1.2K | Q1 2026OLDER |
| CERTUITY, LLC$1.5B AUM | 0.05% | $782,679 | 3.8K | Q1 2026OLDER |
| HighPoint Advisor Group LLC$2.4B AUM | 0.05% | $1M | 5.9K | Q1 2026OLDER |
| LYNCH & ASSOCIATES/IN$533M AUM | 0.05% | $264,927 | 1.3K | Q1 2026OLDER |
| CoreCap Advisors, LLC$3.4B AUM | 0.05% | $2M | 7.7K | Q2 2026 |
| TD PRIVATE CLIENT WEALTH LLC$4.8B AUM | 0.05% | $2M | 11.7K | Q1 2026OLDER |
| SILVER OAK SECURITIES, INCORPORATED$1.4B AUM | 0.05% | $670,536 | 3.3K | Q1 2026OLDER |
| Magnus Financial Group LLC$1.4B AUM | 0.05% | $689,710 | 3.1K | Q2 2026 |
| MONETA GROUP INVESTMENT ADVISORS LLC$13.3B AUM | 0.05% | $6M | 30.6K | Q1 2026OLDER |
| AMI INVESTMENT MANAGEMENT INC$445M AUM | 0.05% | $207,718 | 1.0K | Q4 2025OLDER |
| Richmond Investment Services, LLC$619M AUM | 0.05% | $283,774 | 1.4K | Q1 2026OLDER |
| Bragg Financial Advisors, Inc$3.2B AUM | 0.04% | $1M | 6.9K | Q1 2026OLDER |
| Valmark Advisers, Inc.$8.4B AUM | 0.04% | $4M | 18.3K | Q1 2026OLDER |
| Prospera Financial Services Inc$6.2B AUM | 0.04% | $3M | 13.4K | Q1 2026OLDER |
| AA Financial Advisors, LLC$710M AUM | 0.04% | $309,881 | 1.5K | Q1 2026OLDER |
| Visionary Wealth Advisors$2.3B AUM | 0.04% | $982,268 | 4.8K | Q1 2026OLDER |
| Turtle Creek Wealth Advisors, LLC$1.3B AUM | 0.04% | $561,441 | 2.8K | Q1 2026OLDER |
| Berkshire Money Management, Inc.$976M AUM | 0.04% | $438,789 | 2.1K | Q4 2025OLDER |
| &PARTNERS$20.2B AUM | 0.04% | $8M | 41.1K | Q1 2026OLDER |
| FIRST NATIONAL CORP /MA/ /ADV$527M AUM | 0.04% | $214,811 | 1.1K | Q3 2025OLDER |
| HighTower Advisors, LLC$94.2B AUM | 0.04% | $38M | 187.5K | Q1 2026OLDER |
| Bristlecone Advisors, LLC$1.2B AUM | 0.04% | $483,915 | 2.4K | Q3 2025OLDER |
| CHAPIN DAVIS, INC.$569M AUM | 0.04% | $229,512 | 1.0K | Q2 2026 |
| PRUDENTIAL FINANCIAL INC$81.2B AUM | 0.04% | $33M | 160.0K | Q1 2026OLDER |
| FIDUCIARY FINANCIAL GROUP, LLC$754M AUM | 0.04% | $242,356 | 1.2K | Q3 2025OLDER |
| Farther Finance Advisors, LLC$10.6B AUM | 0.04% | $4M | 19.5K | Q1 2026OLDER |
| Savant Capital, LLC$20.7B AUM | 0.04% | $8M | 38.1K | Q1 2026OLDER |
| CREATIVE FINANCIAL DESIGNS INC /ADV$1.6B AUM | 0.04% | $609,810 | 3.0K | Q1 2026OLDER |
| City State Bank$385M AUM | 0.04% | $142,653 | 700 | Q1 2026OLDER |
| Maia Wealth LLC$591M AUM | 0.03% | $204,499 | 1.0K | Q3 2025OLDER |
| Advisory Alpha, LLC$3.7B AUM | 0.03% | $1M | 6.2K | Q1 2026OLDER |
| Belpointe Asset Management LLC$2.7B AUM | 0.03% | $939,793 | 4.6K | Q1 2026OLDER |
| INTEGRITY ALLIANCE, LLC.$2.6B AUM | 0.03% | $888,455 | 4.4K | Q1 2026OLDER |
| EVOKE WEALTH, LLC$5.6B AUM | 0.03% | $2M | 9.1K | Q1 2026OLDER |
| AMERIFLEX GROUP, INC.$198M AUM | 0.03% | $65,371 | 321 | Q1 2026OLDER |
| Birchwood Financial Partners, Inc.$104M AUM | 0.03% | $34,033 | 167 | Q1 2026OLDER |
| Kestra Advisory Services, LLC$26.4B AUM | 0.03% | $9M | 42.5K | Q1 2026OLDER |
| RWA WEALTH PARTNERS, LLC$9.1B AUM | 0.03% | $3M | 14.3K | Q3 2025OLDER |
| BROWN, LISLE/CUMMINGS, INC.$400M AUM | 0.03% | $129,407 | 635 | Q1 2026OLDER |
| LPL Financial LLC$376.6B AUM | 0.03% | $121M | 595.4K | Q1 2026OLDER |
| J.W. COLE ADVISORS, INC.$3.0B AUM | 0.03% | $1M | 6.6K | Q4 2025OLDER |
| Roundview Capital LLC$1.6B AUM | 0.03% | $494,114 | 2.4K | Q1 2026OLDER |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$903M AUM | 0.03% | $274,174 | 1.3K | Q2 2026 |
| Godfrey Financial Associates, Inc.$117M AUM | 0.03% | $34,033 | 167 | Q1 2026OLDER |
| Wedmont Private Capital$3.1B AUM | 0.03% | $904,185 | 4.3K | Q1 2026OLDER |
| EVERGREEN CAPITAL MANAGEMENT LLC$4.6B AUM | 0.03% | $1M | 6.6K | Q1 2026OLDER |
| Diversify Advisory Services, LLC$655M AUM | 0.03% | $888,928 | 4.2K | Q4 2025OLDER |
| Summit Trail Advisors, LLC$7.0B AUM | 0.03% | $2M | 9.6K | Q1 2026OLDER |
| BANK OF AMERICA CORP /DE/$1.37T AUM | 0.03% | $380M | 1.87M | Q1 2026OLDER |
| Bank of New Hampshire$437M AUM | 0.03% | $121,255 | 595 | Q1 2026OLDER |
| 1900 WEALTH MANAGEMENT LLC$1.6B AUM | 0.03% | $429,454 | 2.1K | Q1 2026OLDER |
| RAYMOND JAMES FINANCIAL INC$324.4B AUM | 0.03% | $89M | 438.1K | Q1 2026OLDER |
| PINNEY & SCOFIELD, INC.$185M AUM | 0.03% | $50,948 | 250 | Q1 2026OLDER |
| SMITH, MOORE & CO.$1.4B AUM | 0.03% | $372,674 | 1.8K | Q1 2026OLDER |
| CapWealth Advisors, LLC$1.3B AUM | 0.03% | $364,580 | 1.8K | Q1 2026OLDER |
| Keel Point, LLC$1.5B AUM | 0.03% | $383,125 | 1.9K | Q2 2026 |
| LODESTAR PRIVATE ASSET MANAGEMENT LLC$1.0B AUM | 0.03% | $254,738 | 1.3K | Q1 2026OLDER |
| Vermillion Wealth Management, Inc.$255M AUM | 0.02% | $62,516 | 307 | Q1 2026OLDER |
| Smartleaf Asset Management LLC$2.8B AUM | 0.02% | $677,253 | 3.4K | Q1 2026OLDER |
| GERMAN AMERICAN BANCORP, INC.$1.2B AUM | 0.02% | $286,790 | 1.4K | Q4 2025OLDER |
| Kohmann Bosshard Financial Services, LLC$1.0B AUM | 0.02% | $248,420 | 1.2K | Q1 2026OLDER |
| Leo Wealth, LLC$1.4B AUM | 0.02% | $329,671 | 1.6K | Q1 2026OLDER |
| FSA Wealth Management LLC$273M AUM | 0.02% | $65,027 | 326 | Q3 2025OLDER |
| Beacon Pointe Advisors, LLC$18.9B AUM | 0.02% | $4M | 21.7K | Q1 2026OLDER |
| NFSG Corp$608M AUM | 0.02% | $141,940 | 697 | Q1 2026OLDER |
| Root Financial Partners, LLC$2.2B AUM | 0.02% | $503,769 | 2.5K | Q1 2026OLDER |
| NICOLET ADVISORY SERVICES, LLC$1.5B AUM | 0.02% | $344,639 | 1.6K | Q4 2025OLDER |
| Modera Wealth Management, LLC$8.3B AUM | 0.02% | $2M | 9.4K | Q1 2026OLDER |
| Boreal Capital Management LLC$123M AUM | 0.02% | $30,113 | 147 | Q4 2025OLDER |
| Allen Investment Management, LLC$8.1B AUM | 0.02% | $2M | 8.9K | Q1 2026OLDER |
| Nadler Financial Group, Inc.$1.0B AUM | 0.02% | $238,425 | 1.2K | Q4 2025OLDER |
| Brookstone Capital Management$8.7B AUM | 0.02% | $2M | 9.4K | Q1 2026OLDER |
| CITIZENS FINANCIAL GROUP INC/RI$7.2B AUM | 0.02% | $2M | 7.5K | Q1 2026OLDER |
| UBS Group AG$666.3B AUM | 0.02% | $139M | 681.5K | Q1 2026OLDER |
| Sunbelt Securities, Inc.$1.6B AUM | 0.02% | $329,325 | 1.6K | Q1 2026OLDER |
| Hemenway Trust Co LLC$1.2B AUM | 0.02% | $257,998 | 1.3K | Q1 2026OLDER |
| NewEdge Wealth, LLC$8.4B AUM | 0.02% | $2M | 8.5K | Q1 2026OLDER |
| RFG Advisory, LLC$5.4B AUM | 0.02% | $1M | 5.5K | Q1 2026OLDER |
| Evercore Wealth Management, LLC$6.4B AUM | 0.02% | $1M | 6.3K | Q1 2026OLDER |
| Physician Wealth Advisors, Inc.$719M AUM | 0.02% | $144,757 | 710 | Q1 2026OLDER |
| HARBOR INVESTMENT ADVISORY, LLC$1.4B AUM | 0.02% | $286,507 | 1.3K | Q2 2026 |
| GREAT VALLEY ADVISOR GROUP, INC.$5.5B AUM | 0.02% | $1M | 5.4K | Q1 2026OLDER |
| CGN Advisors LLC$1.4B AUM | 0.02% | $272,916 | 1.2K | Q2 2026 |
| B. Riley Wealth Advisors, Inc.$1.6B AUM | 0.02% | $310,636 | 1.6K | Q1 2026OLDER |
| JOHNSON INVESTMENT COUNSEL INC$12.4B AUM | 0.02% | $2M | 11.8K | Q1 2026OLDER |
| Heritage Wealth Advisors$2.6B AUM | 0.02% | $494,894 | 2.4K | Q1 2026OLDER |
| MATHER GROUP, LLC.$10.0B AUM | 0.02% | $2M | 9.5K | Q1 2026OLDER |
| Confluence Wealth Services, Inc.$2.6B AUM | 0.02% | $477,042 | 2.3K | Q1 2026OLDER |
| KINGSWOOD WEALTH ADVISORS, LLC$2.1B AUM | 0.02% | $386,683 | 1.9K | Q1 2026OLDER |
| CAHABA WEALTH MANAGEMENT, INC.$1.5B AUM | 0.02% | $251,066 | 1.3K | Q3 2025OLDER |
| Innovative Asset Advisors Group, LLC$173M AUM | 0.02% | $31,384 | 154 | Q1 2026OLDER |
| 1620 INVESTMENT ADVISORS, INC.$148M AUM | 0.02% | $26,493 | 130 | Q1 2026OLDER |
| Rockefeller Capital Management L.P.$56.4B AUM | 0.02% | $10M | 49.1K | Q1 2026OLDER |
| Principle Wealth Partners LLC$1.7B AUM | 0.02% | $310,151 | 1.5K | Q1 2026OLDER |
| AMERIPRISE FINANCIAL INC$431.8B AUM | 0.02% | $76M | 374.6K | Q1 2026OLDER |
| Quaker Wealth Management, LLC$320M AUM | 0.02% | $56,247 | 276 | Q1 2026OLDER |
| Western Wealth Management, LLC$2.6B AUM | 0.02% | $458,018 | 2.2K | Q2 2026 |
| DIVERSIFY WEALTH MANAGEMENT, LLC$5.6B AUM | 0.02% | $972,358 | 4.6K | Q1 2026OLDER |
| Ransom Advisory, Ltd$218M AUM | 0.02% | $36,902 | 200 | Q4 2025OLDER |
| Sound Income Strategies, LLC$2.1B AUM | 0.02% | $349,777 | 1.7K | Q1 2026OLDER |
| Everhart Financial Group, Inc.$1.6B AUM | 0.02% | $263,271 | 1.2K | Q2 2026 |
| COMERICA BANK$25.1B AUM | 0.02% | $4M | 20.3K | Q4 2025OLDER |
| AdvisorNet Financial, Inc$1.9B AUM | 0.02% | $318,777 | 1.6K | Q1 2026OLDER |
| Equitable Holdings, Inc.$15.5B AUM | 0.02% | $3M | 12.4K | Q1 2026OLDER |
| StoneX Group Inc.$1.9B AUM | 0.02% | $299,690 | 1.5K | Q1 2026OLDER |
| Berger Financial Group, Inc$1.8B AUM | 0.02% | $283,684 | 1.4K | Q1 2026OLDER |
| World Investment Advisors$6.2B AUM | 0.02% | $973,612 | 4.8K | Q1 2026OLDER |
| VERUS CAPITAL PARTNERS, LLC$1.5B AUM | 0.02% | $234,612 | 1.1K | Q2 2026 |
| Savvy Advisors, Inc.$3.7B AUM | 0.02% | $570,621 | 2.8K | Q1 2026OLDER |
| BOK Financial Private Wealth, Inc.$1.7B AUM | 0.02% | $249,439 | 1.2K | Q1 2026OLDER |
| Koshinski Asset Management, Inc.$1.6B AUM | 0.01% | $221,194 | 1.1K | Q3 2025OLDER |
| Allworth Financial LP$24.7B AUM | 0.01% | $4M | 17.7K | Q1 2026OLDER |
| SBI Securities Co., Ltd.$3.6B AUM | 0.01% | $528,835 | 2.6K | Q1 2026OLDER |
| BLAIR WILLIAM & CO/IL$34.9B AUM | 0.01% | $5M | 24.8K | Q1 2026OLDER |
| Johnson Financial Group, LLC$1.5B AUM | 0.01% | $211,942 | 1.0K | Q1 2026OLDER |
| Alpha Cubed Investments, LLC$2.9B AUM | 0.01% | $406,218 | 2.0K | Q4 2025OLDER |
| MML INVESTORS SERVICES, LLC$36.1B AUM | 0.01% | $5M | 24.6K | Q1 2026OLDER |
| Wealthspire Retirement, LLC$1.7B AUM | 0.01% | $231,217 | 1.1K | Q1 2026OLDER |
| MORGAN STANLEY$1.67T AUM | 0.01% | $231M | 1.13M | Q1 2026OLDER |
| KEYBANK NATIONAL ASSOCIATION/OH$27.4B AUM | 0.01% | $4M | 18.3K | Q1 2026OLDER |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$49.1B AUM | 0.01% | $7M | 32.1K | Q1 2026OLDER |
| PRIVATE TRUST CO NA$1.1B AUM | 0.01% | $149,582 | 734 | Q1 2026OLDER |
| GREENWOOD GEARHART LLC$1.8B AUM | 0.01% | $236,431 | 1.2K | Q1 2026OLDER |
| Stratos Wealth Partners, LTD.$8.8B AUM | 0.01% | $1M | 5.5K | Q1 2026OLDER |
| CHOREO, LLC$8.1B AUM | 0.01% | $1M | 5.1K | Q1 2026OLDER |
| Kovack Advisors, Inc.$1.9B AUM | 0.01% | $237,052 | 1.2K | Q1 2026OLDER |
| PRINCIPAL SECURITIES, INC.$6.8B AUM | 0.01% | $852,295 | 4.2K | Q1 2026OLDER |
| NICOLET BANKSHARES INC$2.7B AUM | 0.01% | $335,328 | 1.6K | Q1 2026OLDER |
| Cadence Bank$1.7B AUM | 0.01% | $201,329 | 1.0K | Q3 2025OLDER |
| SIGNATURE ESTATE & INVESTMENT ADVISORS LLC$4.9B AUM | 0.01% | $594,697 | 2.9K | Q1 2026OLDER |
| FOUNDERS FINANCIAL SECURITIES LLC$1.8B AUM | 0.01% | $212,125 | 1.0K | Q1 2026OLDER |
| INDEPENDENT FINANCIAL GROUP, LLC$678M AUM | 0.01% | $333,200 | 1.8K | Q1 2026OLDER |
| Tortoise Investment Management, LLC$1.2B AUM | 0.01% | $127,661 | 640 | Q3 2025OLDER |
| HARBOUR INVESTMENTS, INC.$6.5B AUM | 0.01% | $729,687 | 3.6K | Q1 2026OLDER |
| Strategic Blueprint, LLC$1.7B AUM | 0.01% | $250,387 | 1.3K | Q3 2025OLDER |
| Wealthspire Advisors, LLC$12.7B AUM | 0.01% | $1M | 6.7K | Q1 2026OLDER |
| Mariner, LLC$85.7B AUM | 0.01% | $9M | 44.6K | Q1 2026OLDER |
| Cerity Partners LLC$70.8B AUM | 0.01% | $7M | 36.1K | Q1 2026OLDER |
| Snowden Capital Advisors LLC$3.8B AUM | 0.01% | $393,414 | 1.9K | Q1 2026OLDER |
| WELLS FARGO & COMPANY/MN$530.3B AUM | 0.01% | $55M | 270.4K | Q2 2026 |
| SCS Capital Management LLC$9.4B AUM | 0.01% | $980,026 | 4.8K | Q1 2026OLDER |
| COMMONWEALTH EQUITY SERVICES, LLC$71.6B AUM | 0.01% | $7M | 35.9K | Q1 2026OLDER |
| Gladstone Institutional Advisory LLC$2.7B AUM | 0.01% | $275,117 | 1.4K | Q1 2026OLDER |
| KELLEHER FINANCIAL ADVISORS$395M AUM | 0.01% | $40,195 | 213 | Q1 2026OLDER |
| EAGLE GLOBAL ADVISORS LLC$2.8B AUM | 0.01% | $275,116 | 1.4K | Q1 2026OLDER |
| BROWN BROTHERS HARRIMAN & CO$18.6B AUM | 0.01% | $2M | 8.7K | Q1 2026OLDER |
| Independent Advisor Alliance$9.3B AUM | 0.01% | $888,236 | 4.4K | Q1 2026OLDER |
| GenTrust, LLC$2.3B AUM | 0.01% | $222,131 | 1.1K | Q1 2026OLDER |
| Compound Planning, Inc.$3.3B AUM | 0.01% | $305,205 | 1.5K | Q1 2026OLDER |
| U.S. Capital Wealth Advisors, LLC$4.0B AUM | 0.01% | $371,509 | 1.8K | Q1 2026OLDER |
| Sigma Planning Corp$3.6B AUM | 0.01% | $337,183 | 1.6K | Q4 2025OLDER |
| PFG Advisors$2.1B AUM | 0.01% | $226,962 | 1.1K | Q3 2025OLDER |
| SageView Advisory Group, LLC$3.0B AUM | 0.01% | $273,066 | 1.3K | Q4 2025OLDER |
| Advisory Services Network, LLC$7.5B AUM | 0.01% | $676,205 | 3.3K | Q1 2026OLDER |
| ENVESTNET ASSET MANAGEMENT INC$373.6B AUM | 0.01% | $33M | 162.1K | Q1 2026OLDER |
| STIFEL FINANCIAL CORP$108.8B AUM | 0.01% | $9M | 46.0K | Q1 2026OLDER |
| AXXCESS WEALTH MANAGEMENT, LLC$3.1B AUM | 0.01% | $497,581 | 2.4K | Q4 2025OLDER |
| TRUIST FINANCIAL CORP$74.2B AUM | 0.01% | $6M | 31.0K | Q1 2026OLDER |
| Sanctuary Advisors, LLC$18.5B AUM | 0.01% | $2M | 7.7K | Q1 2026OLDER |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$162.4B AUM | 0.01% | $14M | 67.5K | Q1 2026OLDER |
| BECKER CAPITAL MANAGEMENT INC$3.4B AUM | 0.01% | $287,956 | 1.4K | Q1 2026OLDER |
| STEPHENS INC /AR/$8.0B AUM | 0.01% | $660,490 | 3.2K | Q1 2026OLDER |
| FIFTH THIRD BANCORP$54.7B AUM | 0.01% | $4M | 20.6K | Q1 2026OLDER |
| NBC SECURITIES, INC.$1.3B AUM | 0.01% | $102,218 | 501 | Q1 2026OLDER |
| Asset Dedication, LLC$1.4B AUM | 0.01% | $108,621 | 533 | Q1 2026OLDER |
| BROWN ADVISORY INC$60.9B AUM | 0.01% | $5M | 22.7K | Q1 2026OLDER |
| Salomon & Ludwin, LLC$1.1B AUM | 0.01% | $77,714 | 380 | Q1 2026OLDER |
| Cassaday & Co Wealth Management LLC$4.7B AUM | 0.01% | $323,153 | 1.6K | Q1 2026OLDER |
| Cape Investment Advisory, Inc.$301M AUM | 0.01% | $22,239 | 109 | Q4 2025OLDER |
| Kingsview Wealth Management, LLC$7.3B AUM | 0.01% | $483,971 | 2.4K | Q1 2026OLDER |
| Caitlin John, LLC$167M AUM | 0.01% | $11,005 | 54 | Q1 2026OLDER |
| GILL CAPITAL PARTNERS, LLC$348M AUM | 0.01% | $22,417 | 110 | Q1 2026OLDER |
| KESTRA PRIVATE WEALTH SERVICES, LLC$8.1B AUM | 0.01% | $516,382 | 2.5K | Q1 2026OLDER |
| JDM Financial Group LLC$259M AUM | 0.01% | $16,507 | 81 | Q1 2026OLDER |
| Tidemark, LLC$393M AUM | 0.01% | $22,329 | 109 | Q4 2025OLDER |
| IMA Advisory Services, Inc.$1.0B AUM | 0.01% | $64,805 | 318 | Q1 2026OLDER |
| JPMORGAN CHASE & CO$1.56T AUM | 0.01% | $97M | 481.6K | Q1 2026OLDER |
| WPG Advisers, LLC$136M AUM | 0.01% | $8,355 | 41 | Q1 2026OLDER |
| D.A. DAVIDSON & CO.$16.5B AUM | 0.01% | $1M | 4.9K | Q1 2026OLDER |
| Ashton Thomas Private Wealth, LLC$4.2B AUM | 0.01% | $256,873 | 1.3K | Q1 2026OLDER |
| Gotham Asset Management, LLC$32.7B AUM | 0.01% | $2M | 9.1K | Q1 2026OLDER |
| XTX Topco Ltd$5.8B AUM | 0.01% | $209,562 | 1.0K | Q4 2025OLDER |
| Quotient Wealth Partners, LLC$3.8B AUM | 0.01% | $205,013 | 1.0K | Q1 2026OLDER |
| LAZARD ASSET MANAGEMENT LLC$60.8B AUM | 0.01% | $3M | 15.8K | Q1 2026OLDER |
| CreativeOne Wealth, LLC$4.3B AUM | 0.00% | $205,055 | 1.0K | Q4 2025OLDER |
| JONES FINANCIAL COMPANIES LLLP$208.1B AUM | 0.00% | $10M | 50.9K | Q1 2026OLDER |
| Chicago Partners Investment Group LLC$4.5B AUM | 0.00% | $213,144 | 1.0K | Q1 2026OLDER |
| DAVENPORT & Co LLC$18.4B AUM | 0.00% | $880,753 | 4.4K | Q3 2025OLDER |
| HHM Wealth Advisors, LLC$869M AUM | 0.00% | $40,758 | 200 | Q1 2026OLDER |
| TD Waterhouse Canada Inc.$33.7B AUM | 0.00% | $2M | 7.8K | Q1 2026OLDER |
| Versant Capital Management, Inc$1.1B AUM | 0.00% | $51,076 | 233 | Q2 2026 |
| ROTHSCHILD INVESTMENT LLC$1.9B AUM | 0.00% | $85,999 | 422 | Q1 2026OLDER |
| Federation des caisses Desjardins du Quebec$27.8B AUM | 0.00% | $1M | 6.0K | Q1 2026OLDER |
| Atria Investments, Inc$8.9B AUM | 0.00% | $390,517 | 1.9K | Q1 2026OLDER |
| Envestnet Portfolio Solutions, Inc.$18.1B AUM | 0.00% | $1M | 6.1K | Q4 2025OLDER |
| CAPTRUST FINANCIAL ADVISORS$57.3B AUM | 0.00% | $2M | 11.8K | Q1 2026OLDER |
| Fiera Capital Corp$29.2B AUM | 0.00% | $1M | 6.0K | Q1 2026OLDER |
| Baird Financial Group, Inc.$64.0B AUM | 0.00% | $3M | 13.1K | Q1 2026OLDER |
| Integrated Wealth Concepts LLC$12.5B AUM | 0.00% | $507,315 | 2.5K | Q1 2026OLDER |
| Waverly Advisors, LLC$13.4B AUM | 0.00% | $541,266 | 2.7K | Q1 2026OLDER |
| Arkadios Wealth Advisors$6.1B AUM | 0.00% | $246,777 | 1.2K | Q1 2026OLDER |
| MAI Capital Management$17.7B AUM | 0.00% | $706,276 | 3.5K | Q1 2026OLDER |
| NBT BANK N A /NY$1.5B AUM | 0.00% | $60,118 | 295 | Q1 2026OLDER |
| Global Retirement Partners, LLC$5.6B AUM | 0.00% | $216,095 | 1.1K | Q4 2025OLDER |
| ROYAL BANK OF CANADA$570.1B AUM | 0.00% | $22M | 106.1K | Q1 2026OLDER |
| SAGESPRING WEALTH PARTNERS, LLC$5.5B AUM | 0.00% | $208,406 | 1.0K | Q4 2025OLDER |
| BLUELINE ADVISORS LLC$129M AUM | 0.00% | $4,817 | 24 | Q1 2026OLDER |
| Strive Financial Group ,LLC$189M AUM | 0.00% | $7,000 | 32 | Q1 2026OLDER |
| Modern Wealth Management, LLC$5.8B AUM | 0.00% | $200,001 | 976 | Q4 2025OLDER |
| AE Wealth Management LLC$18.5B AUM | 0.00% | $669,937 | 3.3K | Q1 2026OLDER |
| Apollon Wealth Management, LLC$6.2B AUM | 0.00% | $201,725 | 1.0K | Q3 2025OLDER |
| Friedenthal Financial$199M AUM | 0.00% | $6,929 | 34 | Q1 2026OLDER |
| EFG International AG$4.7B AUM | 0.00% | $162,013 | 795 | Q1 2026OLDER |
| MCF Advisors LLC$2.3B AUM | 0.00% | $76,014 | 373 | Q1 2026OLDER |
| Y.D. More Investments Ltd$2.6B AUM | 0.00% | $79,071 | 388 | Q1 2026OLDER |
| Pure Financial Advisors, LLC$7.0B AUM | 0.00% | $212,457 | 1.0K | Q1 2026OLDER |
| Arax Advisory Partners$3.5B AUM | 0.00% | $102,658 | 504 | Q1 2026OLDER |
| BRIDGES INVESTMENT MANAGEMENT INC$7.4B AUM | 0.00% | $206,032 | 1.0K | Q1 2026OLDER |
| Steward Partners Investment Advisory, LLC$19.6B AUM | 0.00% | $544,731 | 2.7K | Q1 2026OLDER |
| FOUNDATIONS INVESTMENT ADVISORS, LLC$8.1B AUM | 0.00% | $223,834 | 1.1K | Q1 2026OLDER |
| NewEdge Advisors, LLC$27.7B AUM | 0.00% | $719,679 | 3.5K | Q2 2026 |
| Focus Partners Wealth$89.9B AUM | 0.00% | $2M | 11.4K | Q1 2026OLDER |
| Orion Porfolio Solutions, LLC$11.7B AUM | 0.00% | $300,964 | 1.5K | Q1 2026OLDER |
| EP Wealth Advisors, LLC$20.3B AUM | 0.00% | $508,461 | 2.5K | Q1 2026OLDER |
| Compagnie Lombard Odier SCmA$8.1B AUM | 0.00% | $193,601 | 950 | Q1 2026OLDER |
| RENAISSANCE TECHNOLOGIES LLC$63.9B AUM | 0.00% | $2M | 7.4K | Q4 2025OLDER |
| Concurrent Investment Advisors, LLC$9.2B AUM | 0.00% | $201,771 | 985 | Q4 2025OLDER |
| Spire Wealth Management$2.9B AUM | 0.00% | $66,943 | 328 | Q1 2026OLDER |
| VANGUARD ADVISERS INC$25.5B AUM | 0.00% | $564,431 | 2.8K | Q1 2026OLDER |
| MERCER GLOBAL ADVISORS INC /ADV$67.6B AUM | 0.00% | $1M | 7.0K | Q1 2026OLDER |
| Westside Investment Management, Inc.$653M AUM | 0.00% | $13,674 | 66 | Q1 2026OLDER |
| UMB Bank, n.a.$7.2B AUM | 0.00% | $139,629 | 700 | Q3 2025OLDER |
| Painted Porch Advisors LLC$210M AUM | 0.00% | $5,186 | 26 | Q4 2025OLDER |
| TUCKER ASSET MANAGEMENT LLC$343M AUM | 0.00% | $6,760 | 33 | Q4 2025OLDER |
| AlphaCore Capital LLC$4.2B AUM | 0.00% | $82,739 | 406 | Q1 2026OLDER |
| US BANCORP \DE\$82.4B AUM | 0.00% | $2M | 7.8K | Q1 2026OLDER |
| Ascentis Independent Advisors$1.3B AUM | 0.00% | $25,473 | 125 | Q1 2026OLDER |
| Sequoia Financial Advisors, LLC$17.9B AUM | 0.00% | $334,216 | 1.6K | Q1 2026OLDER |
| Concord Wealth Partners$770M AUM | 0.00% | $14,076 | 69 | Q4 2025OLDER |
| Lido Advisors, LLC$32.7B AUM | 0.00% | $577,514 | 2.8K | Q1 2026OLDER |
| Quantinno Capital Management LP$59.9B AUM | 0.00% | $1M | 5.2K | Q1 2026OLDER |
| Geneos Wealth Management Inc.$4.3B AUM | 0.00% | $75,504 | 370 | Q1 2026OLDER |
| DecisionPoint Financial, LLC$464M AUM | 0.00% | $7,785 | 38 | Q4 2025OLDER |
| JPL Wealth Management, LLC$435M AUM | 0.00% | $7,337 | 36 | Q1 2026OLDER |
| OPTIMA CAPITAL LLC$215M AUM | 0.00% | $3,892 | 19 | Q4 2025OLDER |
| McIlrath & Eck, LLC$1.3B AUM | 0.00% | $22,223 | 109 | Q1 2026OLDER |
| AQR CAPITAL MANAGEMENT LLC$218.4B AUM | 0.00% | $3M | 17.2K | Q1 2026OLDER |
| IEQ CAPITAL, LLC$21.5B AUM | 0.00% | $344,229 | 1.7K | Q1 2026OLDER |
| Financial Management Professionals, Inc.$1.1B AUM | 0.00% | $16,222 | 74 | Q2 2026 |
| BFSG, LLC$1.1B AUM | 0.00% | $15,905 | 78 | Q1 2026OLDER |
| COMMERCE BANK$20.7B AUM | 0.00% | $254,324 | 1.3K | Q3 2025OLDER |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC$20.1B AUM | 0.00% | $280,619 | 1.4K | Q1 2026OLDER |
| CWM, LLC$38.1B AUM | 0.00% | $525,591 | 2.6K | Q1 2026OLDER |
| Calamos Advisors LLC$28.2B AUM | 0.00% | $369,267 | 1.8K | Q1 2026OLDER |
| Plante Moran Financial Advisors, LLC$1.5B AUM | 0.00% | $19,971 | 98 | Q1 2026OLDER |
| CULLEN/FROST BANKERS, INC.$8.8B AUM | 0.00% | $113,511 | 557 | Q1 2026OLDER |
| Triumph Capital Management$491M AUM | 0.00% | $5,910 | 29 | Q1 2026OLDER |
| HUNTINGTON NATIONAL BANK$18.1B AUM | 0.00% | $217,444 | 1.1K | Q1 2026OLDER |
| GOLDMAN SACHS GROUP INC$870.9B AUM | 0.00% | $10M | 50.7K | Q1 2026OLDER |
| Cresset Asset Management, LLC$23.1B AUM | 0.00% | $274,234 | 1.3K | Q1 2026OLDER |
| Operose Advisors LLC$431M AUM | 0.00% | $4,891 | 24 | Q1 2026OLDER |
| Anchor Investment Management, LLC$1.2B AUM | 0.00% | $12,635 | 62 | Q1 2026OLDER |
| Abound Wealth Management$440M AUM | 0.00% | $4,546 | 22 | Q1 2026OLDER |
| Litman Gregory Wealth Management LLC$1.4B AUM | 0.00% | $13,930 | 68 | Q4 2025OLDER |
| Private Wealth Management Group, LLC$381M AUM | 0.00% | $3,870 | 19 | Q1 2026OLDER |
| CITADEL ADVISORS LLC$618.5B AUM | 0.00% | $6M | 30.0K | Q1 2026OLDER |
| Quattro Advisors LLC$115M AUM | 0.00% | $1,229 | 6 | Q4 2025OLDER |
| Creative Planning$147.4B AUM | 0.00% | $1M | 6.5K | Q1 2026OLDER |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC$26.0B AUM | 0.00% | $211,534 | 1.0K | Q1 2026OLDER |
| SOA Wealth Advisors, LLC.$530M AUM | 0.00% | $4,280 | 21 | Q1 2026OLDER |
| SIGNATUREFD, LLC$6.5B AUM | 0.00% | $47,101 | 231 | Q1 2026OLDER |
| Nemes Rush Group LLC$1.1B AUM | 0.00% | $7,348 | 36 | Q1 2026OLDER |
| M&T BANK CORP$29.2B AUM | 0.00% | $203,790 | 1.0K | Q1 2026OLDER |
| SJS Investment Consulting Inc.$819M AUM | 0.00% | $4,987 | 25 | Q3 2025OLDER |
| Parallel Advisors, LLC$5.6B AUM | 0.00% | $36,682 | 180 | Q2 2026 |
| CIBC Asset Management Inc$40.9B AUM | 0.00% | $254,126 | 1.2K | Q1 2026OLDER |
| Tower Research Capital LLC (TRC)$3.8B AUM | 0.00% | $23,843 | 117 | Q1 2026OLDER |
| GPS Wealth Strategies Group, LLC$117M AUM | 0.00% | $5,405 | 27 | Q3 2025OLDER |
| GAMMA Investing LLC$2.7B AUM | 0.00% | $14,468 | 66 | Q2 2026 |
| BANK OF MONTREAL /CAN/$268.5B AUM | 0.00% | $1M | 6.8K | Q1 2026OLDER |
| TIAA TRUST, NATIONAL ASSOCIATION$1.6B AUM | 0.00% | $212,634 | 1.0K | Q4 2025OLDER |
| Wilmington Savings Fund Society, FSB$4.2B AUM | 0.00% | $20,379 | 100 | Q1 2026OLDER |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$1.4B AUM | 0.00% | $6,942 | 34 | Q1 2026OLDER |
| ASSETMARK, INC$49.0B AUM | 0.00% | $234,970 | 1.2K | Q1 2026OLDER |
| Prestige Wealth Management Group LLC$509M AUM | 0.00% | $2,052 | 10 | Q4 2025OLDER |
| EverSource Wealth Advisors, LLC$3.3B AUM | 0.00% | $12,693 | 62 | Q1 2026OLDER |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP$893.3B AUM | 0.00% | $3M | 16.1K | Q1 2026OLDER |
| FMR LLC$1.90T AUM | 0.00% | $7M | 33.9K | Q1 2026OLDER |
| Key FInancial Inc$562M AUM | 0.00% | $2,038 | 10 | Q1 2026OLDER |
| JANE STREET GROUP, LLC$777.2B AUM | 0.00% | $3M | 12.7K | Q1 2026OLDER |
| SIMPLEX TRADING, LLC$149.1B AUM | 0.00% | $460,769 | 2.3K | Q1 2026OLDER |
| IFP Advisors, Inc$4.8B AUM | 0.00% | $10,771 | 54 | Q4 2025OLDER |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$481.0B AUM | 0.00% | $1M | 5.2K | Q1 2026OLDER |
| Laurel Wealth Advisors LLC$1.0B AUM | 0.00% | $1,639 | 8 | Q4 2025OLDER |
| PNC FINANCIAL SERVICES GROUP, INC.$173.2B AUM | 0.00% | $372,367 | 1.8K | Q1 2026OLDER |
| Smallwood Wealth Investment Management, LLC$190M AUM | 0.00% | $407 | 2 | Q1 2026OLDER |
| HOWE & RUSLING INC$1.5B AUM | 0.00% | $2,793 | 14 | Q3 2025OLDER |
| Hughes Financial Services, LLC$651M AUM | 0.00% | $1,223 | 6 | Q1 2026OLDER |
| NORTHERN TRUST CORP$756.6B AUM | 0.00% | $1M | 6.1K | Q1 2026OLDER |
| TIAA Wealth Investment Management LLC$13.1B AUM | 0.00% | $20,043 | 100 | Q1 2026OLDER |
| CITIGROUP INC$234.5B AUM | 0.00% | $278,443 | 1.4K | Q1 2026OLDER |
| Qube Research & Technologies Ltd$89.9B AUM | 0.00% | $101,401 | 495 | Q4 2025OLDER |
| TWIN PEAKS WEALTH ADVISORS, LLC$397M AUM | 0.00% | $408 | 2 | Q1 2026OLDER |
| Glassman Wealth Services$736M AUM | 0.00% | $611 | 3 | Q1 2026OLDER |
| Clearstead Advisors, LLC$10.9B AUM | 0.00% | $8,907 | 44 | Q1 2026OLDER |
| Parkside Financial Bank & Trust$1.3B AUM | 0.00% | $1,026 | 5 | Q1 2026OLDER |
| Truvestments Capital LLC$554M AUM | 0.00% | $426 | 2 | Q1 2026OLDER |
| Russell Investments Group, Ltd.$93.1B AUM | 0.00% | $54,848 | 269 | Q1 2026OLDER |
| Bank of New York Mellon Corp$543.9B AUM | 0.00% | $308,627 | 1.5K | Q1 2026OLDER |
| CIBC Private Wealth Group LLC$59.2B AUM | 0.00% | $31,380 | 153 | Q4 2025OLDER |
| ST GERMAIN D J CO INC$2.5B AUM | 0.00% | $1,024 | 5 | Q4 2025OLDER |
| BlackRock, Inc.$5.72T AUM | 0.00% | $2M | 7.8K | Q1 2026OLDER |
| FRANKLIN RESOURCES INC$408.3B AUM | 0.00% | $88,445 | 434 | Q1 2026OLDER |
| Aptus Capital Advisors, LLC$12.7B AUM | 0.00% | $2,038 | 10 | Q1 2026OLDER |
| SHP Wealth Management$1.3B AUM | 0.00% | $204 | 1 | Q1 2026OLDER |
| VANGUARD GROUP INC$6.90T AUM | 0.00% | $577,132 | 2.8K | Q4 2025OLDER |
| Bogart Wealth, LLC$2.6B AUM | 0.00% | $204 | 1 | Q1 2026OLDER |
| Larson Financial Group LLC$3.1B AUM | 0.00% | $204 | 1 | Q1 2026OLDER |
| DEUTSCHE BANK AG\$302.7B AUM | 0.00% | $3,989 | 20 | Q3 2025OLDER |
Holdings are reported up to 45 days after quarter end. Share counts are as filed and not adjusted for stock splits.